Investment Planning Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Investment Planning Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Sell	12,462 -466	-4%	-$12K	0.09%	83
2025 Q4	$333K	Buy	12,928 +1,136	+10%	+$29.4K	0.1%	72
2025 Q3	$305K	Buy	11,792 +412	+4%	+$10.5K	0.1%	72
2025 Q2	$291K	Buy	+11,380	New	+$288K	0.1%	65
2025 Q1	–	Sell	-10,026	Closed	-$251K	–	73
2024 Q4	$251K	Sell	10,026 -298,067	-97%	-$7.58M	0.11%	58
2024 Q3	$7.73M	Hold	308,093	–	–	3.94%	9
2024 Q2	$7.73M	Buy	+308,093	New	+$7.68M	3.94%	9

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Investment Planning Advisors's SPAB Position: Q1 2026 in Review

Investment Planning Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.6% in Q1 2026, selling an estimated $12K and leaving 12,462 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #83.

Investment Planning Advisors first reported a position in SPAB in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.73M in Q3 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Investment Planning Advisors held 12,462 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $319K as of Q1 2026.
Investment Planning Advisors sold 466 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $12K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of Investment Planning Advisors's portfolio in Q1 2026, its #83 holding.
Investment Planning Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Investment Planning Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.73M in Q3 2024.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.